Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Compaq -- Ignore unavailable to you. Want to Upgrade?

To: The Duke of URL© who wrote (79094)	3/3/2000 11:10:00 PM
From: rudedog	Respond to of 97611

Duke - I have heard much the same thing. CPQ is "world wide prime integrator" - not a prime integrator, but the only one MSFT has. Most of the hardware that W2K was developed on was CPQ. A week before the launch, DELL had only 2 desktops and no servers on the W2K hardware list. CPQ is certainly the big player in W2K. DELL has been true to form and I am not at all surprised or disappointed in their W2K stance. They tracked customer and analyst projections for W2K sales - mostly new corporate desktops, and only a few models, server sales later in the year - so that's what DELL qualified and tested. They are not trying to "Make the Market" or help MSFT - they are trying to sell in the sweet spot with a minimum of engineering effort and as small a product portfolio as possible to reduce their support burden. That's the DELL way and it works for them. CPQ did best when they were perceived as an innovator and market leader, and they seem to be moving that way again - and, with their much higher technology capability, that will work for them. I think CPQ stands to benefit the most from W2K. DELL will pick low hanging fruit and "fast follow" the product concepts that work.

To: The Duke of URL© who wrote (79094)	3/3/2000 11:28:00 PM
From: Captain Jack	Respond to of 97611

Duke -- LOL!! Could this be MC trying to protect his options?? I would suspect any employee to say his company wa best but the more options the more enthusiastic,,,